The Securities and Exchange Commission has not necessarily reviewed the information in this filing and has not determined if it is accurate and complete.
The reader should not assume that the information is accurate and complete.

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549
FORM 13F

FORM 13F INFORMATION TABLE

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COLUMN 1COLUMN 2COLUMN 3COLUMN 4COLUMN 5COLUMN 6COLUMN 7COLUMN 8
VALUESHRS ORSH/PUT/INVESTMENTOTHERVOTING AUTHORITY
NAME OF ISSUERTITLE OF CLASSCUSIP(x$1000)PRN AMTPRNCALLDISCRETIONMANAGERSOLESHAREDNONE
AIR PRODS & CHEMS INCCOM0091581062,675,07920,549,076SH SOLE 20,549,07600
ALLERGAN INCCOM0184901025,145,86728,878,538SH OTR 028,878,5380
BURGER KING WORLDWIDE INCCOM1212201071,138,58438,387,865SH SOLE 38,387,86500
CANADIAN PAC RY LTDCOM13645T1002,892,31613,940,890SH SOLE 13,940,89000
HOWARD HUGHES CORPCOM44267D107535,2033,568,017SH SOLE 3,568,01700
PLATFORM SPECIALTY PRODS CORCOM72766Q105834,00033,333,330SH SOLE 33,333,33000
ZOETIS INCCL A98978V103204,5875,536,862SH SOLE 5,536,86200